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SEC Credentials

Credentials Needed for Filing

You need different credentials when you file using EDGAR Next, or using the Classical EDGAR system if you have not enrolled in EDGAR Next.

When Using EDGAR Next

Self-Filers

Using Certent as a Filing Agent

Filer API token

Filer API token

User API token

User API token

CIK

CIK

CCC

CCC

When Using Classical EDGAR

Self-Filers

Using Certent as a Filing Agent

CIK

CIK

CCC

CCC

Password (unexpired)

 

How to Create Your Filer API Token and User API Token

You must have your filer API token and user API token when you want to file using EDGAR Next in Certent 365. See Generate API Tokens.

Credentials Required by Task

For EDGAR Next

Action

Filer API Token

User API Token

CIK

CCC

Where?

Test file (self-filer)

X

X

X

X

 

CDM SEC Filing Wizard

Live file (self-filer)

X

X

X

X

 

CDM SEC Filing Wizard

Test file (Certent as filing agent)

X

X

X

X

 

CDM SEC Filing Wizard, performed by Certent

Live file (Certent as filing agent)

X

X

X

X

 

CDM SEC Filing Wizard, performed by Certent

Login to EDGAR

X

X

X

 

www.edgarfiling.sec.gov

Check password expiration date

X

X

X

 

www.edgarfiling.sec.gov

Change password (only if not yet expired)

X

X

X

X

www.edgarfiling.sec.gov

See Update EDGAR Password.

Change company contact information

X

X

X

X

www.edgarfiling.sec.gov

See Update Contact Information in EDGAR.

Change CCC

X

X

X

X

www.edgarfiling.sec.gov

See Update Your CIK Confirmation Code (CCC).

Reset password (more than 10 days expired, or forgotten)

X

X

X

 

 

www.filermanagement.edgarfiling.sec.gov

See Generate New EDGAR Access Codes.

Reset Passphrase

X

X

X

 

www.filermanagement.edgarfiling.sec.gov

See Update Your Passphrase.

For Classical EDGAR

Action

CIK

CCC

Password

PMAC

Passphrase

Where?

Test file (self-filer)

X

X

X

 

 

 

CDM SEC Filing Wizard

Live file (self-filer)

X

X

X

   

 

CDM SEC Filing Wizard

Test file (Certent as filing agent)

X

X

     

 

CDM SEC Filing Wizard, performed by Certent

Live file (Certent as filing agent)

X

X

     

 

CDM SEC Filing Wizard, performed by Certent

Login to EDGAR

X

 

X

   

www.edgarfiling.sec.gov

Check password expiration date

X

 

X

   

www.edgarfiling.sec.gov

Change password (only if not yet expired)

X

X

X

X

 

www.edgarfiling.sec.gov

See Update EDGAR Password.

Change company contact information

X

X

X

   

www.edgarfiling.sec.gov

See Update Contact Information in EDGAR.

Change CCC

X

X

X

   

www.edgarfiling.sec.gov

See Update Your CIK Confirmation Code (CCC).

Reset password (more than 10 days expired, or forgotten)

X

     

X

 

www.filermanagement.edgarfiling.sec.gov

See Generate New EDGAR Access Codes.

Reset Passphrase

X

       

www.filermanagement.edgarfiling.sec.gov

See Update Your Passphrase.

For additional information, see Quick Reference Guide EDGAR Access Codes.

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